Investment Q&A

Q: Hello 5i research team, PKI has just completed a new financing and is pushing off their debt for a few years, so I suspect they will be moving to bring the portion of the SOL ownership they don't own, (the SOL PUT option) into the fold soon. What do you think about this and the recent partnership in the DR?

Q: Good morning,
I have owned PKI for some time, and it seems to be range bound. Will there be any further growth? Should I sell and invest elsewhere?
I really value your opinion. Thank you for your input.
Jane

Q: Hi - PKI dropped over 2.5% today (6/14) and nearly over 4% combined with its correction on 6/11. Is this a normal aberration in its share price given it paid out its dividend for for June earlier today? The company supports a 5% DRIP so wondering if the near-term weakness exhibited is associated with its monthly dividend? Thank you.

Q: I have some cash to invest in my TFSA. Have held PKI.CA for 3 years. Collected dividends and now breaking even on share price. I am thinking of cashing out and buying ATZ as a faster recovery play. What do you think of this switch? What is a good entry point for ATZ since it jumped yesterday and today?
Thanks for all of your wise guidance over the years.
Donna

Q: I hold full positions in both WELL (growth portfolio) and PKI (balanced portfolio). Wonder about overweighting these two positions by adding to them as WELL seems to have near term upside and PKI as a reopening recovery that is still appears to be reasonably priced. The additions would be like 50% of the target weighting. Also I'm prepared to hold for the longer-term, like 5 years. Does this make sense or are there better opportunities? .......Thanks for the insights.......Tom

Q: Do you see PKI as competitors? If so, which one would you own.? If not, would it seem necessary to own both?
Thanks, David

Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.

Q: What are your thoughts on Parkland fuel with the re-opening in the 2nd half of the year?
Will PKI benefit with the fact that Robert Espey is now elected as director of Boyd Group Services?

Q: Hello, what do you think of their Q1 results? I have basically doubled my money with PKI since 2015 but the current dividend yield is slipping under 3%, which is not what I usually tolerate in my income portfolio. Can you give me some reasons that would have me hold on to this stock? Thanks.

Q: I hold the above in my income portfolio. With the exception of psi they are half positions. psi has diminished to well under a half position. I have enough new money to top 4 or 5 up to full positions. Which of the above (if any) would you suggest deserve a full 5% weighting? I am of course willing to move in a new direction if that were your advice. I currently hold 24 positions in this account.

Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.

Q: What is the 12 month outlook for these 2 funds in the Balanced portfolio?

Q: Can we have your take on their 1/4ly report, and prospects going forward.

Thanks

Q: Do you think ATD.B would ever take a run at (or a portion of) PKI?

Q: Is Parkland a buy at this time for a hold of 3 to 5 years . Thinking about adding as I already hold this stock,

Q: Going through all your portfolios looking for a high(er) growth stock with a dividend >1 that I don't already own. Can you please rate the following on a scale of 1-10 (1 being low) for both growth and risk over the next 12-18 months: MG, SLF, PKI, TFI, CCL, PLC, GSY, OTEX. (I note that all but SLF are currently rated 'strong buy'.) And if you have two clear favourites in the preceding list, I would appreciate those being noted separately. Thank you.

Q: in a posting this past week, you indicated that you preferred ATD.b over PKI. Both of the companies sell gas but ATD.b is listed as consumer non-cyl in the balanced portfolio and PKI as energy. Do you see them as similar? Do you see them as picking up once the pandemic is under control? what would be a good entry level price?
thanks

Q: Hi, are higher oil prices a negative for PKI and a likely contributor to its recent weakness.? Thanks.

Q: Which one offers the best return over the next 5 years?

Q: In my TFSA I have 3.4% of PKI. I am thinking of selling it to BYD
I am looking for growth with some safety